Professional
Added to YB: 2025-04-24
Pitch date: 2025-04-08
DCO [neutral]
Ducommun Incorporated
+76.84%
current return
Author Info
No bio for this author
Company Info
Ducommun Incorporated provides engineering and manufacturing services for products and applications used in the aerospace and defense, industrial, medical, and other industries in the United States.
Market Cap
$1.4B
Pitch Price
$53.28
Price Target
75.50 (-20%)
Dividend
N/A
EV/EBITDA
14.05
P/E
-39.34
EV/Sales
1.96
Sector
Aerospace and Defense
Category
growth
Rewey Asset Management Portfolio Holding: Ducommun Incorporated
DCO (holding update): Aerospace/defense supplier well-positioned regardless of economic slowdown. 54% military/space revenue, 42% commercial. Military backlog +$100M to $625M in 2024, incl. RTX Tomahawk wins & European NATO order. Vision 2027: $950M-$1B revenue (+24%) & 18% EBITDA margin (+50.6%). $75.50 price target (+30%).
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